Number of Shares
33,803.00
Current Holdings Value*
$1.70 Mil
% of Portfolio
0.28%
Total Estimate Gain
$-517,560.37
% of Total Estimate Gain
-5.15%

Dimensional VA U.S. Large Value Portfolio's Bristol-Myers Squibb Co Holding Summary

As of 2025-04-30, Dimensional VA U.S. Large Value Portfolio held 33,803.00 shares of Bristol-Myers Squibb Co(BMY), totaling $1.70 Mil. This investment constitutes 0.28% of their stock portfolio, and Dimensional VA U.S. Large Value Portfolio now holds 0% of the outstanding Bristol-Myers Squibb Co(BMY) stock.

The initial trade took place in 2020Q2. And since then Dimensional VA U.S. Large Value Portfolio has made 9 purchases of BMY, at an average price of $62.67, for a total of 160,404.00 shares. In addition, there have been 4 sales at an average price of $62.72 for 126,601.00 shares. Based on historical transaction data and BMY's current price of $47.17, Dimensional VA U.S. Large Value Portfolio's estimated gain on his BMY holdings is $-517,560.37, reflecting a -5.15% gain to date.

Dimensional VA U.S. Large Value Portfolio BMY ($47.17) Holding Chart

Dimensional VA U.S. Large Value Portfolio BMY ($47.17) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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